Kestra Advisory Services’s Donaldson DCI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-1,260
Closed -$84.5K 2850
2025
Q1
$84.5K Buy
+1,260
New +$84.5K ﹤0.01% 2608